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Patient Chart: Payments

Version 14.19

About Patient Chart: Payments

Path: Clinical, Practice Management, or Billing tab > Patient Chart button > Payments

The Payments window displays an ordered list of payments received from the patient and payer. You can post payments from this location.

Patient Chart: Payments Map

Number
Section
Description

1

Payment button

The Payment button opens the Payment window in the patient's chart.

2
New Payment buttonThe New Payment button opens the Add Payments and Adjustments window in order to apply or adjust a payment to the patient's account.
3
Payments grid
The Payments grid displays an ordered list of payments received from the patient and payer.  Payments include direct payments.
Version 14.10

About Patient Account: Payments Tab

Path: Smart Toolbar > Account button > Payments tab

The Patient Account window maintains a patient’s account.  Some of the main functions that can be performed on a patient’s account include:

  • Enter a copay
  • Post a charge manually
  • Enter hospital charges
  • Verify claim accuracy
  • Post a patient payment
  • Issue a patient refund
  • Write an account note
  • View claim history
  • Print a CMS-1500
  • Print a statement

The Payments tab displays an ordered list of payments received from the patient and payer.  You can post payments from this location.

Patient Account: Payments Tab Map

Number
Section
Description

1

Patient Account tabs

The Patient Account contains the following tabs:

2

Scope
The Scope field narrows the parameters for the displayed information in the patient’s account.  Information can be displayed by patient or family.
3
+ Payment buttonThe + Payment button opens the Add Payments and Adjustments window in order to apply or adjust a payment to the patient's account.
4
Payments grid
The Payments grid displays an ordered list of payments received from the patient and payer.  Payments include direct payments.